Category Archives: Tips

Creating a Return Purchase Order against a receipt

A Purchase Order return can be generated in Sage X3 against an already received Purchase Order. This can be achieved from the Return management screen in the Purchasing Module. (Purchasing->Return->return management) A purchase receipt that has been created will be available for selection in the left browser if a correct corresponding Site/Supplier combination is entered… Read More »

Create Web Service Pool for Integration with Sage X3

** We have experience in all flavors of integration having an experienced team of over 10+ years in Sage Product Lines. Contact us on x3@greytrix.com to discuss more integrations with X3 and how this can be done effectively, quickly and in a cost-effective manner ** Currently, we find people are looking for integrating X3 with their third-party applications. But… Read More »

Publishing the Web Service via Patch

In our previous blog i.e. “Entry transaction Validation via Patch “we explained how to validate entry transactions through patch. Usually, when we talk about integration the web service becomes an important mediator between the 2 systems. Then it becomes self-explanatory that we wish that these should also be getting published through the patch. To achieve… Read More »

Create Menu Tree Structure in Sage X3

User Menu Profile in Sage X3 allows a user to create a menu tree structure to access the various functions of the X3 based on two additional setups: Profile Type and Start Menu Also Read: Adding new option/Button in Menus in Sage X3 Parameters -> Users -> Menu Profile (GESAPN)  User Menu Profile: This is… Read More »

Auditing Fields in Sage ERP X3

This is in continuation of our last post Auditing Tables in Sage ERP X3. In addition to Auditing the changes in X3 Tables, you can now easily audit specific fields of any Table. For example, if the user wants to Audit the entries in Customer screen whose ABC Class has been modified to “Class A” then the user… Read More »

Auditing Tables in Sage ERP X3

Sage ERP X3 has come up with an interesting feature through which users can now easily Monitor or Audit any changes in X3 Table. For example, if the user wants to Audit new additions into BP Customer table between a selected date ranges then they just have to activate the Audit conditions in the Customer… Read More »